Scott is an experienced asset manager who has met diverse client portfolio needs utilizing a range of both traditional securities and derivative instruments to execute investment or hedging strategies. He excels at finding practical solutions to simplify the complexity and operational burden of financial instruments to deliver optimal outcomes for client portfolios.
Scott has deep experience working with institutional clients to manage portfolios of securities, derivatives and alternative funds to both attain desired investment exposures or hedge unwanted exposures. At Northwater Capital, his ability to engender trust and partnership with institutional clients contributed to AUM growth that peaked at $13.5 Billion. At Crestline, he led a small team of multi-role professionals that structured and executed a variety of investment mandates that combined liquid instruments with private alternative investments, again more than doubling AUM under his purview. He managed multi-asset portfolios for a number of pension plans, fulfilling all the portfolio investment, cash management, currency, collateral, settlement, risk management, mandate monitoring and reporting functions. Scott also worked closely with Private Direct Lending and Private Equity teams to structure and execute trade modifications or hedges for loans or equity investments in multiple jurisdictions, currencies and industrial silos.
Scott is a member of the Institutional Asset Management (IAM) Committee of the Toronto CFA Society and is a CFA Charterholder. Scott is also an Advisor/Mentor for IDEABOOST, a Toronto-based business accelerator and startup community for companies that are building the next generation of technology-based media and entertainment products, services, and brands. He holds a BA and MA (Economics) and an MBA from the Rotman School of Business, University of Toronto.
Accomplished senior executive with deep experience in P&L ownership, digital transformation, and customer experience redesign. Customer zealot. People-focused leader recognized for ability to think and plan strategically while ensuring operational delivery.
Heather holds B.Comm (Honours) and MBA degrees and is a graduate of the Directors Education Program of the Institute of Corporate Directors.
Bold & resilient value leader; path finder and team builder; great negotiator; employee engagement; stakeholder management; strong program/project manager; strategic planning and communications; business strategy; cost control; innovator.
Over 20 years of international experience as a seasoned technology executive in several global organizations of differing commercial focus. Aligning information technology strategy to business strategy: new business model, growth, cost reduction, merger & acquisition, new organizational model, leveraging mobility and new technology. Creator of new technology and platforms to aid the business in quick agile response to customer problems and product/service solutions.
Karl has built a reputation of innovative, pragmatic, determined, reliable, problem solutions and risk management. He's aligned IT to the business strategy to deliver value in all the organizations he's served. He's a change agent leveraging technologies to give to businesses a competitive edge. As a champion of people and relationship developed he has built high performance teams and effective partnerships in several cultural environments in North America, Europe and Asia.
Seasoned executive with 25 years of professional experience in Finance, Operations, System implementation, M&A and Strategy. I have worked in North America, China and Europe. I have been a consultant helping leading industrial and manufacturing companies operating in aerospace, transport, energy and utilities define and achieve their ambition. I spent 7 years as a consultant at A.T. Kearney, where I was a core member of the Enterprise Transformation practice and won the 1998 Global Intellectual Capital Price, and at BCG, where I was part of the manufacturing and industrial practices. I then moved into retail where I had many different roles driving significant improvements in Europe, Asia and Canada. I realised £500 m of synergies at group level at Kingfisher PLC, implemented an ERP in a Euro 2bn subsidiary, improved sales by around 10% and net margin by around 2% in the same subsidiary, was PMO for the programme that doubled the group's share price, and turned around a troubled subsidiary in China. In my last role, I was CFO of Holt Renfrew, Canada's largest luxury retailer. I am looking for a senior Finance role where I can help drive profitability and business performance
Global Operations Executive. Innovative, entrepreneurial leader with a keen eye for identifying business and operational improvement opportunities, defining strategies, creating advanced systems, and developing high performance teams. Equally capable in crisis and rapid growth management situations with a focus on continuous improvement, market share growth, profit enhancement, and business revitalization. Proven ability to build strong customer relationships.
Operations leader with 20+ years of experience integrating, optimizing and increasing the bottom line in the high-end Consumer Package Goods industry in Europe, Asia and North America. Includes 10+ years refining P&G Omni-channel Operations in Canada and the USA.
An Energetic Change Leader skilled in finance, corporate development strategy, investor/stakeholder relations and investment banking, including M&A, divestitures, joint venture, financings and IPOs.
Extensive international expertise and a consistent track record in closing large M&A, joint venture and financing transactions in challenging industries, countries and emerging markets. Lived and worked in Canada, the United States, the UK, and Europe (East and West) for global companies such as IFC (World Bank Group), Ernst&Young Corporate Finance and several mining companies.
A multi-lingual team builder adept at communications, board presentations, negotiations and financial strategy/ reporting.
Market-driven, customer-focused executive, with over 20 years of experience in financial services. Known for being a trusted advisor, building and maintaining strong client relationships and deploying financing solutions for my clients, driving outcomes that strengthen their balance sheet, improve business performance and increase enterprise value.
Extensive international work experience within diverse industries including Utilities, Government, Technology and Health Care. An original and creative thinker known for managing strategic transactions and solving complex challenges. High-energy respected leader who builds and develops large teams, managing and coaching them to deliver results, meet corporate objectives, and solve complex problems.
Prior to Financial Services, worked in Healthcare with leading healthcare institutions in Europe, North America and Africa.
Experienced Director currently serving on the Boards of West Park Healthcare Centre and Prostate Cancer Canada.
Education: ICD.D (Rotman), Masters In Finance (London Business School), MBA (York University) and Physiotherapy (Trinity College Dublin)
Healthcare Leader and medical doctor, who co-founded and operated two private hospitals internationally. Extensive knowledge and experience in healthcare management, including recruiting and training of multi-disciplinary medical teams, as well as finance/budgeting,
operations, and marketing. Involved with organizational strategy at the board level. Known as an entrepreneurial and innovative leader who built teams that established quality patient care measures, reduced costs and led transformation from non-profit to for-profit hospital facilities. Combines an analytical and lean approach with visionary and innovative thinking, to become the catalyst for change, in search of excellence in healthcare management. Passionate about helping healthcare organizations apply a holistic approach to patient care. Recently graduated from the Sloan Leadership and Strategy Program of the London Business School.
Lisa Coulman is a C-suite executive with strong financial literacy and a proven track record of solving a diverse range of financial and operational business problems for technology and media & entertainment clients. As a former Partner at PwC, Lisa obtained an in-depth understanding of industry trends, business challenges and opportunities from providing business advice to over 100 companies. Lisa has been a board member and chair of the Nominating & Governance committee for Interactive Ontario since 2016. She also is a board member and chair of the Resources and Audit committee for William Osler Health System.
Michael N. Cato
A highly experienced and results driven sales management leader with a broad breadth of success in leading businesses and organizations. Also recognized for his leadership in transforming sales organizations experiencing internal and external environmental challenges.
Known for creating and executing compelling, focused and metrics driven strategic business plans with sales and marketing solutions that fuel both top and bottom-line growth.
An outstanding reputation for fostering consensus and working cross functionally, and advancing best practices. A builder of high performance sales teams with a disciplined focus on driving sustainable and profitable growth. Empowers the development of a positive sales culture employing a constructive, forward thinking and customer-centric approach focused around exceeding sales results.
Established 'trusted advisor relationships' with major retailers across North America, while working within a variety of CPG and healthcare sectors.
Initiates action with an unwavering commitment to accountability, ignites excitement and engagement from both internal and external customers and stakeholders.
An awarded FinTech business leader with international product management experience in start-ups and corporate environments.
With a vast background in digital design, he has developed successful businesses in senior roles in product management and innovation, payment, cybersecurity and loyalty in North and South America.
Capable of identifying viable opportunities, coordinating creative product design and driving processes to fast-track banks in the incorporation of FinTech innovations. Through persuasive communication and integrity, he creates trust to promote change.
His international background and design thinking skills help transforming company culture, designing customer-centric strategies, and deploying services and products based on team-building and shared values.
I help CEO's, Executive Teams and boards drive defined outcomes and objectives in the private, public and not for profit sectors (profits, market share; fundraising, patient care, brand) through the lens of people. I spark transformation enabling businesses to survive and thrive in complex and disruptive situations. With substantial industry and consulting experience, I have a strong record of success helping leaders and organizations move flawlessly from vision to practical solutions with energy and passion. I connect the dots in complex situations, ask the tough questions, help people see the gaps, hear what is not said and effectively manage people and team dynamics. Key capabilities include: HR/People (organization and process design; people/talent strategies; talent management including executive coaching, leadership development, and full cycle talent management; HR function management; living the brand; volunteer engagement); Strategic and Operational planning (strategy articulation; objective cascades; change and program/ project management). Proven results in For-Profit; Not-for-Profit; Private Equity; Family Owned and Operated businesses in a variety of industries. My drive to succeed is balanced with a strong moral compass, humility, compassion and determination to see others grow and succeed. Using empathy on the "hard" side of change while bringing structure, discipline, focus to the people side of change, I provide a balanced approach to achieve results.
Senior executive with a broad range of experience in developing and executing marketing, sales and business strategy. Combine the discipline of big company process with the agility gained from smaller company environments. Thrive in situations with opportunities for growth or change and building teams who enjoy collaboration and their work.
Stephanie holds a B.A from King's College, Dalhousie University and a MBA from Richard Ivey School of Business.